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Royal Search Group

Senior Tax Associate

Royal Search Group, Fairfield

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2 days ago Be among the first 25 applicants

This range is provided by Royal Search Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $80,000.00/yr

  • This is a great role for a Tax Accountant / Tax Analyst who would like to stay in the Tax world, but get OUT of public accounting and have a role that isn't tax preparation focused.
  • Great benefits, flexibility, room for growth, stable company and industry leader. Reports to a Senior Director.
  • This is an onsite position, and this person should live in a reasonable distance to Fairfield CT - the office is conveniently located less than a mile off of I-95, and 10 minutes off the Merritt Parkway.

As a Senior Associate, you will be responsible for managing IRS correspondence related to client tax filings, payments, credits, and refunds. Youll also support K-1 data processing, assist with tax return preparation, and contribute to ad hoc tax projects.

Were looking for a detail-oriented, analytical professional who thrives both independently and in team settings. The ideal candidate is proactive, adaptable, and able to manage multiple priorities in a fast-paced, deadline-driven environment.

Key Responsibilities

  • Review, research, and resolve IRS notices, primarily related to Forms 990-PF and 990-T, including extensions and payments.
  • Reconcile refund checks, credit adjustments, and discrepancies.
  • Coordinate processing of physical IRS mail and manage workflows via project management tools.
  • Collaborate with internal teams (Tax, Finance, and Client Services) to resolve client tax issues.

K-1 Processing

  • Manage intake and review of K-1s for accuracy and completeness.
  • Reconcile discrepancies between K-1s and internal records.
  • Request and process additional documentation as needed for tax preparation.

Tax Return Preparation (10%)

  • Prepare basic private foundation tax returns and related schedules.
  • Support other tax-related projects as assigned.

Desired Knowledge, Skills & Abilities:

  • 2+ years of accounting experience required
  • Bachelor's degree or relative work experience preferred
  • Experience working with IRS on resolution of correspondence and other tax matters
  • Knowledge of K-1s
  • Strong analytical and problem-solving skills
Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Accounting/Auditing
  • Industries
    Financial Services and Professional Services

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Inferred from the description for this job

401(k)

Medical insurance

Vision insurance

Paid maternity leave

Tuition assistance

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